![]() Eric Mellor Wealth Management Specialist, Temenos Australia Pty Ltd
ERIC MELLOR | THURSDAY, 10 SEP 2020 In September 2019, I wrote a short piece about the financial services sector in Australia and how I believed the industry could, and should, seek to leverage technology in order to assist in meeting the required outcomes of the Royal Commission. Read more ERIC MELLOR | FRIDAY, 3 APR 2020 Unsurprisingly, my inbox and all my social media channels are currently awash with advice at the moment: how to navigate these uncertain times, how to manage market volatility, how to communicate effectively with my clients, how to understand and reduce ... Read more PAGE: 1 |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.








